About Equity 1031 Exchange
Equity 1031 Exchange has been a Qualified Intermediary for over 25 years, facilitating thousands of exchanges.
THE Equity 1031 Exchange DIFFERENCE
Our staff has over 50 years of combined experience facilitating 1031 exchanges.
Equity 1031 Exchange is a Qualified Intermediary pursuant to IRS Section 1031. The Equity 1031 Exchange team is dedicated to providing the highest level of service in the industry. We are a member of the Federation of Exchange Accommodators (FEA) with Certified Exchange Specialists® (CES®) on staff. The entire Equity 1031 Exchange team
will ensure that your exchange is done correctly and will walk you through the process.
Formerly Midland 1031 Exchange, we started in the fall of 1997 in a 690-square-foot office on Sanibel Island, Florida. Since then, we have grown in size and experience. We have state-of-the-art technology, smart data security, and the guaranteed best client service.
- Equity 1031 Exchange has 2 CES® (Certified Exchange Specialists®) on its team.
- Equity 1031 Exchange is nationwide. We facilitate 1031 exchanges in every state with more than half of our exchanges occurring in the state of Florida.
- We are a proud member of the Federation of Exchange Accommodators (FEA).
- Our nationwide presence gives us expertise in exchanges of all types.
What we offer:
PERSONALIZED SERVICE
We value our clients and the relationships that we establish with them. At Equity 1031 Exchange, our clients have a dedicated member of the 1031 team that will work with them on their exchange from beginning to end. You will be working with someone who not only knows your exchange transaction, they know you.
SECURITY & SAFEKEEPING OF CLIENT INFORMATION
Equity 1031 Exchange maintains a fidelity bond and a professional insurance policy from a leading, independent insurance underwriter to protect our clients and the funds
they entrust to us. Equity 1031 Exchange uses a combination of methods to ensure the security of client information. This includes a firewall, an encryption, rigorous internal password policy, lockout hours, off-site backup, and a locked location for our servers. We also have a professional shredding service to dispose of important documentation.
EXPERTISE
No two exchanges are the same. We have handled both simple and complex exchange transactions. We serve as a Qualified Intermediary for Forward, Reverse, and Improvement Exchanges. We have facilitated exchanges all over the U.S. and have handled exchanges ranging from under $100,000 to over $10 million.
Why choose a Certified Exchange Specialist® (CES®)?
Not all Qualified Intermediaries are created equal. Equity 1031 Exchange is proud to have 2 CES® designees on staff. Individuals with this designation demonstrate the following:
• They have mastered the subject matter through their experience in facilitating various types of exchanges.
• They are committed to staying current on the subject matter.
• They are committed to and bound by a Code of Ethics.
With Equity 1031 Exchange, work with one team member, start to finish.
Our clients have a dedicated member of the 1031 team that will work with them on the exchange from beginning to end. You will be working with someone who not only knows your exchange transaction, they know you. This level of service has enabled us to build relationships that last beyond the 180-day exchange period.
When you are ready to experience the Equity 1031 Exchange difference, contact us. Our consultations are free, and we would be grateful for the opportunity to earn your business.
Meet the Team
Our team has years of experience and have completed thousands of exchanges nationwide. We also have two Certified Exchange Specialists® (CES®) on staff to ensure a smooth and successful exchange.
Theresa Knower, CES
Janet Davis, CCIM
Samantha Tennant, CES
Deanna Moore
Jackie Diaz
GET STARTED
Don’t wait to connect with a qualified intermediary. The sooner we can begin working together, the better.
Schedule a meeting today and get your questions answered or complete our introductory enrollment form and a member of our team will reach out.